Investors' Soapbox AM

A Tale of Two Electronics Manufacturers

Jabil Circuit is set for improvement while Merix is struggling in the U.S.

Updated March 25, 2008 12:01 a.m. ET

Bear Stearns

WHAT DO Jabil Circuit and Merix have in common?

This year has not been kind to either one with both being the favorite targets of selling in 2008 and posting the two worst year-to-date returns in the [electronic-manufacturing-services] group with Merix down 54% and Jabil off 24%.